Combining a 1031 exchange with a self-directed IRA is one of the most common, and most misunderstood, questions self-directed investors ask. Both strategies offer powerful tax deferral on their own, but the rules for using IRA funds don’t always line up neatly with traditional 1031 exchange requirements. Before assuming you can merge the two, it’s worth understanding exactly where they overlap and where they conflict.
1031 Exchange of the Month – Can an 1031 exchange be combined with an IRA investment?
We often hear investors say “if I only had the money I’d make that investment”. Combining an IRA investment with a 1031 exchange can get you the capital you need.
Can You Use Funds from a Self-Directed IRA in a 1031 Exchange?
Can you use Self-Directed IRA funds in a 1031 Exchange? Learn when retirement funds can be used and the rules investors need to follow.
The Biggest Mistake to Avoid When Combining Self-Directed IRAs and 1031 Exchanges
Can Self-Directed IRA funds be used in a 1031 Exchange? Learn the biggest mistake investors make when combining IRA funds and Exchange proceeds.
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The Guys With All The Answers…
David and Thomas Moore, the co-founders of Equity Advantage & IRA Advantage Whether working through a 1031 Exchange with Equity Advantage, acquiring real estate with an IRA through IRA Advantage or listing investment property through our Post 1031 property listing site, we are here to help Investors get where they want to be. Call them today! 800-475-1031.
